Cumulative Total Returns Versus Peers

Performance Versus Category

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
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--
--
--
--
--
--
--
Total Return (NAV)
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--
--
--
--
--
--
--
Category Rtn. (NAV)
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--
--
--
--
--
--
--
% Rank in Cat (NAV)
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--
--
--
--
--
--
As of June 01, 2023. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
YTD
37.46%
21.91%
8.29%
-5.33%
16.84%
2.19%
22.47%
8.73%
21.32%
-3.57%
-1.47%
13.26%
12.27%
-7.76%
21.36%
9.78%
-7.58%
21.93%
5.56%
28.04%
-6.24%
2.55%
23.31%
46.96%
10.67%
8.65%
6.95%
1.66%
12.12%
3.47%
21.85%
8.75%
1.58%
--
--
--
--
--
-2.09%
25.00%
7.62%
19.77%
0.33%
-0.26%
--
--
--
--
--
--
--
--
--
--
--
--
7.07%
0.07%
13.27%
20.24%
-13.95%
26.41%
4.64%
20.63%
-8.79%
6.19%
As of June 01, 2023.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
-3.49%
3.58%
-3.93%
1.38%
7.25%
9.23%
9.97%
--
--
11.85%
-4.77%
-2.06%
-3.22%
-2.42%
12.21%
7.92%
8.31%
5.14%
8.69%
7.53%
-6.15%
-0.31%
-0.64%
7.13%
12.11%
10.58%
12.66%
--
--
13.34%
-3.46%
3.21%
-1.64%
2.91%
7.80%
10.42%
--
--
--
8.78%
--
--
--
--
--
--
--
--
--
--
-2.60%
-0.36%
2.09%
8.32%
13.92%
5.96%
8.44%
--
--
8.15%
As of June 01, 2023. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

 
20%
15%
10%
5%
0
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Name
1Y
3Y
5Y
10Y
15Y
Upside
--
--
--
--
--
Downside
--
--
--
--
--
Capture Ratio
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--
--
--
As of April 30, 2023